The Items function of the Customers module allows a user to create Customer Items ahead of them being used and recording all details about them. 

To add a new Customer Item, open the Customers module and then go to the Items module. Choose Add to open the create a new Customer Item page.

Item # - This is the next item number shown in the Customer items 

Customer Account – Select which customer this Customer Item belongs to

Item Key – here you can record an identifier for the item

Type – This allows you to select the type of customer item that this will be

Description – Record a description of the customer item

Serial Number – if this Customer item has an associated serial number, enter it in this field. 

Customer Contact – Select which saved contact on the customer record is associated with this Customer Item.

Purchase Date – record the date of the purchase of the Customer Item

Staff Member – this is the staff member who is handling the transaction of the customer item

Once all of the required fields have been filled in choose Save to complete the setup of the customer item.